We are a business built on alignment
A family of highly differentiated asset management firms and portfolio solutions
Our
Partners
Our affiliate partners’ investment strategies strike a balance between core portfolio holdings and non-traditional, specialized offerings. Together, they provide core equity and fixed income portfolios around which we continue to build a complement of specialty fund strategies and portfolio solutions from our affiliated partner firms.
Emerald
Founded in 1991, Emerald provides equity and fixed-income portfolio management services to institutional investors and to individual investors via separate account management, the Emerald Mutual Funds.
Ziegler
Ziegler Capital Management is the right fit when looking for a partner that combines strength of resources with personal attention and flexibility. They offer timely solutions to evolving market opportunities while maintaining a personal connection with every client.
Greenbacker
Greenbacker was founded in 2011, with the objective of bringing sustainable energy and other infrastructure investment opportunities to market.
Mar Vista
Mar Vista’s purpose is to create value for our investors by Generating unique risk-adjusted returns that exceed the opportunity cost of investing in a passive index.
Wavelength
Wavelength Capital Management is a forward-thinking asset management firm founded in 2013 that specializes in systematic investment solutions. Their factor-based approach applies quantitative tools to process fundamental market and economic information.
Gitterman
Focused on sustainable investing, Gitterman Wealth Management sits at the intersection of science and capital markets.
Integrated Alpha
Integrated Alpha seeks to combine the strengths of both quantitative and active investing. Our QuantActive process builds concentrated portfolios of US equities with accelerating revenues and earnings to seek long-term capital growth along with downside risk reduction.
Genoa
Genoa Asset Management provides customized fixed income solutions—both tax-exempt and taxable—for advisors and clients.
North Slope Capital
North Slope Capital is a White-label RIA, specializing in product development, marketing, and compliance. Leveraging decades of experience in the distribution of funds and compliance-related matters, North Slope is uniquely positioned as a customizable turnkey solution for boutique managers looking to navigate the ETF or Mutual fund landscape.
Conservation Resources
Conservation Resources is an investment organization that seeks to align private equity with conservation capital for the purpose of acquiring and managing a diverse portfolio of real asset properties.
